duminică, 14 septembrie 2008

UsBank™

What is Private Banking?

Private Banking is an exclusive, one-on-one relationship available to Private Client Group clients.

Your Private Banker Makes Banking Easier

Your Private Banker gets to know your circumstances and needs, and facilitates whatever you require in day-to-day banking services. As your liaison to the complete array of financial services available at U.S. Bank, your Private Banker can provide access to services - from credit applications to online banking. If you have a question, need or problem, simply contact your Private Banker for prompt service.

Service Delivered When, Where and How You Choose

With Private Banking, we arrange meetings to fit your schedule - at your office, home or local Private Client Group office. Too busy for a meeting? A phone call to your Private Banker is often all it takes to put a request into motion.


7-Step Financial Planning Process

At U.S. Bank, we believe good financial planning is an ongoing, collaborative process that reflects your changing personal circumstances as well as fluctuations in the economy and capital markets. As a Private Client Group client, your financial plan won't be a one-size-fits-all document that sits on a shelf gathering dust. Our Financial Planning Specialists work with your Relationship Manager to customize a plan that meets your unique needs.

  • First, we listen closely to understand your life and financial goals.
  • Then, we determine what it will take for you to achieve your goals.
  • Working with you, we create a written analysis of your situation and a recommended action plan based on the priorities you have identified.
  • Then we follow-up to make sure your plan stays on track.

Our service is based on a relationship and is provided to you on a strictly confidential basis.





Professional Sports Athletes
You play to win

As a professional athlete, your career has been built on speed, agility and flexibility. You use every resource available to reach your goal. Now it is your turn to work with an organization that is equally committed to excellence.

Our personal, confidential services are created to simplify your everyday banking, protect your assets and manage your unique financial needs.

A sample of our services include:

Financial Planning Solutions

  • Budgeting and Cash Flow Projections
  • Retirement Planning
  • Estate Planning

Banking and investment solutions

  • Asset Management
  • Liquidity Management
  • Bill Payment
  • Mortgage Loans
  • Car loans and leases

Financing solutions

  • Loans for disability insurance premiums
  • Transition credit (for rookies prior to their professional draft)



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